Owner & Landlord Reporting

Q: Can the automation handle different ownership percentages and special distribution agreements?

Yes, the automation applies ownership percentages and special agreements configured in the system to calculate distributions for each owner. The finance manager reviews the results before statements are sent.

Q: Will existing data in the accounting system and spreadsheets be affected?

No, the automation reads data from your accounting system and spreadsheets without modifying them. All extracted data is validated and staged in a separate workflow before statement generation.

Q: How does the automation track statement delivery to owners?

Statements are sent via email with delivery tracking enabled, and a log of all sent statements, delivery dates, and owner confirmations is maintained automatically for audit purposes.

Q: What role does the finance manager play once automation is running?

The finance manager reviews flagged discrepancies, approves distributions, and validates statements for compliance with owner agreements before they are sent. This ensures quality control while eliminating manual data handling.

Landlords and property owners get accurate, formatted financial reports delivered on time, every month, without your team chasing data.

120 hrs

Manual time identified

Companies have mapped

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About This Automation

Owner and landlord reporting requires finance teams to manually extract account balances, reconcile transactions, and format statements each month. Manual data handling creates delays, reconciliation errors, and inconsistent delivery timelines.

Automation pulls financial data directly from accounting systems, validates completeness, calculates distributions, and generates formatted statements ready to send. Owners receive accurate reports within one day of month-end close.

Key features:

Extract account balances and transaction data automatically from accounting systems

Validate data completeness and flag discrepancies for human review

Calculate owner distributions based on ownership percentages and agreements

Generate formatted PDF statements with owner-specific details

Send statements via email and track delivery status

Maintain a complete audit log of all reconciliation and delivery actions

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Manual data extraction Copying balances and transaction totals from accounting system into spreadsheet is time-consuming and error-prone.	80%
2	Reconciliation discrepancies Cross-checking transactions against property records requires significant investigation and manual correction.	67%
3	Statement formatting delays Creating and updating document templates for each owner slows down the reporting cycle.	53%
4	Delivery coordination Organizing files, naming conventions, and tracking confirmations add administrative overhead.	40%
5	Audit trail gaps Manual notes and spreadsheet changes do not provide a complete record of reconciliation actions.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

8.7/ 10

AI Fit Rating™

9.1/ 10

Automation Lift Index™

8.8/ 10

Hidden Overhead™

7.3/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. Month-End Close Detectedtrigger

The automation monitors the accounting system for a closed period. When the month-end close is confirmed, the workflow begins.

2. Extract Financial Data

The automation pulls account balances, transaction lists, and owner ledger data directly from the accounting system via API. Data is validated for completeness.

3. Reconcile Balances

The automation compares extracted balances against property records and owner ledgers, flags discrepancies, and logs reconciliation status. Minor variances are flagged for human review.

4. Calculate Distributions

The automation computes net income, applies deductions, and calculates distributions owed to each owner based on stored ownership percentages and agreements.

5. Generate Statement PDFs

Formatted statements are generated automatically with owner-specific data, property details, and period dates. PDFs are created and stored.

6. Route for Review

Completed statements are routed to the finance manager for a final accuracy check. The manager approves or flags statements for correction.

7. Send Statements via Email

Approved statements are automatically emailed to each owner or landlord with a personalized cover letter. Delivery is logged and tracked.

Most popular tool stack used

— the complete tool combinations companies use

52% of companies

28% of companies

15% of companies

Disclaimer

What you get when you map this process

Everything you need to understand, plan, and build your automation.

ROI and business case

What this process costs today and what changes once it's automated.

Launch schedule

What gets built, in what order, and what success looks like once it's live.

Process runbook

How the automation runs day to day, including exceptions and human decision points.

Developer handover pack

Full build spec, logic, and configuration — ready to hand off without a briefing call.

Integration and connections guide

Every tool connection, credential, and data mapping the build needs.

Test and QA plan

232 hrsIdentified

4Mapped

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Frequently asked questions

Everything you need to know before mapping this process.

What happens if there is a discrepancy between the accounting system and property records?

The automation flags discrepancies automatically and routes them to the finance manager for investigation and correction before statements are generated. This ensures accuracy and maintains a complete audit trail of all exceptions.

Can the automation handle different ownership percentages and special distribution agreements?

Will existing data in the accounting system and spreadsheets be affected?

How does the automation track statement delivery to owners?

What role does the finance manager play once automation is running?

View more FAQs

Process pain:8.7/10

Mapped by:4 Companies

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Page updated 10 August 2026